Adding Basic Details for a new campaign

To create a new campaign,Click the Email campaigns tab (next to the Home tab), and then click Create Email Campaign

or

Click the Home tab --> Getting Started --> Create Email Campaign

Fill in the following information:

Field

Description

1. Name

Name your Campaign for future reference.

2. Subject

A suitable subject to describe your Campaign.

3. Personalize sender details with CRM data

Select this checkbox to personalize the sender name based on account owner present in Zoho CRM. Learn more

3. Sender Name

Mention your name or your organization’s name.

4. Sender Email Address

Specify your business email address. (The email address used to create your Zoho Campaigns account will be set as sender address by default)

5. Reply-to Address

This should be the same as the sender email address.

Personalize your "To" address: Instead of just adding the recipients' email addresses, add their first and last name too.

Advanced Options: You can use Google Analytics to track the traffic flow and the traffic source of your campaign. We tag 3 campaign-tracking parameters to all URLs in the email campaign:

utm_source=Zoho Campaigns

utm_campaign=Campaign Name, and

utm_medium=email

Note : You can use an alternate email addresses as the sender's email address. Just add the email address, send a verification email; verify and use.

Creating the content for my email

Design and configure the content of your email by choosing your email type and content option:

Choosing an Email Type

HTML & Plain Text – This option allows the user to send campaign content in both HTML (rich text) &text (plain text) format. The advantage of sending an email through both the formats is that it’ll enable the recipients to receive a well formatted email of their choice. And if you’ve provided the HTML file, Zoho Campaign will automatically extract the content for the plain text.

HTML only – Select if you want to send your campaign with visual images and logo. However, the recipient of your campaign needs to use a browser/email client and device that support this format.

Plain Text only – Theses are simple emails without images or logos. The purpose is to send the message without losing any content. It has been found that plain text version shows a high degree of email deliverability.

Note

We recommend HTML and plain text for the content to reach hassle-free.

You will not be able to open and click reports summary in plain text content.

Choose the content layout and design from one of four options:

Professional drag-and-drop templates

Import an existing HTML file, along with its images

Use the HTML editor and design a HTML email

Import from the Cloud i.e. Google Drive etc.

Templates - You can go with one of our templates and upload images, add text, have options for button, inline image, anchor tag, and easily customize the layout using the dropdown feature. We’ve categorized our templates on the basis of your requirements:

Basic Templates - These are simple templates with one-, two-, and three-column layouts. Pick one of these , add the content and images, and send your campaign.

Designed Templates - A variety of templates designed for a variety of needs ranging from business communication to seasons greetings.

Smart Templates- These templates are optimized for viewing on mobile devices.

Template Editor - In addition to selecting a template you can add to the design and upload images, add text, have options for button, inline image, anchor tag, and easy customization of the layout using the dropdown feature. All these options are available through the template editor.

In the preview page, you can analyse how your email content looks to your recipients. We provide both HTML as well as plain text previews .

Send Test Mail

While creating an email campaign, it is always recommended to first send a test mail to view how the message will look in the recipients’ inbox. It provides a last chance to identify the errors in the content, if any. There are two ways to send the test mail.

To send a test mail

In Content Preview page, go to Test Email (On the right side of page).

Select Email address.

Click Send Test Email.

OR

In Send Campaigns page, go to Test Email. (On the right side of page).

Select Email address.

Click Send Test Email.

Note

You can send a maximum of 50 test emails per day. To increase the test email limit, contact support@zohocampaigns.com.

You can add a maximum of 20 test email address in an organization.

At any time, you can send the test email to a maximum of 5 recipients out of the 20 email addresses added (Refer previous point).

Links (also includes header & footer links) and merge tags will not work in a test email.

A test email will be sent in two formats (HTML and Plain text). However a recipient of the actual campaign email will receive only one email.

Send Campaign

Send later in Recipient's Time Zone - Schedule emails based on each subscriber's time zone.

To schedule email campaign based on Recipient's Time Zone

In the Schedule Email page, select Send Later in Recipient's Time Zone.

Choose the date and time for email delivery.

Click Schedule.

Note

You need to schedule campaigns at least 24 hours in advance so that none of your subscribers are left out.

Time Zone based Reports

You can view detailed reports of the campaign. The following reports will be shown:

Summary View of Recipient Activity

The Time Zone Statsshow the number of recipients in each time zone and also the status of the emails sent. (Scheduled or Sent).

Exclude Contacts

You can exclude contacts who have already received an email for a particular campaign to concentrate on newly added contacts.

To Exclude Contacts, follow these steps:

In Send Campaigns page, Click Exclude contacts.

You’ll be prompted with the Recipients of the Campaign.

Select the previous sent campaign from the drop-down menu.

Click Save to proceed.

If you want to exclude all contacts of a previously sent campaign, you can Add Criteria in the popup message. The contacts will be excluded by adding Any optionwherein any contacts of those previous sent campaigns will be excluded.

When you clone a campaign and send it to the same mailing list but with added contacts which was used for the previous campaigns this option gives you a provision to exclude all those contacts.

Note

You can Add Criteria option for a maximum of 5 Campaigns.

Exclude Contacts feature is not available for A/B Campaigns or Child campaigns.

Social Sharing

Promote your email campaign on social media by sharing it on Facebook, Twitter, LinkedIn, Google Plus, and Pinterest.

Click Email Campaigns tab --> Choose the campaign you want to share.

In Report Summary page, click Social Share button.

Manual Sharing

You can also manually share their email campaigns on Facebook, Twitter, LinkedIn, Google Plus, and Pinterest profiles.

Related Topics

Related FAQs

1. How can I make sure my emails are not considered Spam?

When it comes to reviewing any e-mail campaign content, a moderator or the campaign content administrator plays a vital role with respect to the approval of the campaign to be sent. Lists of mandatory checks taken are the following as below:

Subject The reviewing starts with giving due importance to the subject line of any campaign. A wide understanding of the subject line which is free from terms such as offer, sale, discount, and money are scrutinized. This gives a check that their e-mail don't reach the spam rather than inbox.

Content While reviewing the verbal content, it requires a multiple angle approach pertaining to the font size, color. Here, due importance is given so that the content never fall into spam because of objectionable usage of words. Apart from anti-spam policy, redirection of any given link is also reviewed and a check is made that it is related to their business goals. Personalization of e-mail and footer customization such as link for unsubscribe, not interested, tell a friend are reviewed.

Image The next step is to deal with the visual content and review whether it contains any inexplicit or pornographic images. Stress is laid upon to check that the size of the images falls in congruent to the content and is loaded completely. The medium of images is also noticed whether it comes through text editor, html editor, template or design template.

2. What are the types of templates Zoho Campaigns offers?

At Zoho Campaigns we offer wide range of templates such as basic templates, designed templates and smart templates or mobile templates.

3. How do I personalize the email for bulk email campaigns?

You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pulls data directly from your mailing list into your email message. You can personalize the subject and/or the content.